Free Sales Lead Management SLA Template
SALES LEAD MANAGEMENT SLA
This Sales Lead Management SLA (Service Level Agreement) outlines the terms and responsibilities between the Sales Department and the Marketing Department to ensure efficient lead management and the smooth transition of leads from marketing to sales. This SLA aims to maintain transparency and accountability in lead management.
Effective Date: April 28,2050
1. Definitions
1.1. Sales Department: The department responsible for closing sales deals.
1.2. Marketing Department: The department responsible for generating and nurturing leads.
2. Lead Handoff Process
2.1. Lead Qualification
The Marketing Department is responsible for qualifying leads based on predefined criteria, including demographics, behavior, and engagement level.
2.2. Lead Scoring
Leads will be assigned a lead score by the Marketing Department based on their level of interest and fit with the ideal customer profile.
2.3. Lead Routing
Qualified leads will be routed to the Sales Department using a predetermined lead routing process, which includes lead assignment and notification.
3. Lead Follow-up
3.1. Timely Response
The Sales Department agrees to respond to assigned leads within [Specify Time Frame] during business hours.
3.2. Lead Engagement
Sales will engage with leads in a professional and responsive manner, addressing their needs and guiding them through the sales process.
4. Lead Feedback
4.1. Feedback Loop
The Sales Department will provide feedback to the Marketing Department on the quality of leads and reasons for lead disqualification or rejection.
4.2. Adjustments
The Marketing Department will make necessary adjustments to lead generation strategies based on the feedback received.
5. Data and Reporting
5.1. Data Sharing
Both departments will share relevant lead and customer data to ensure a seamless lead management process.
5.2. Reporting
Regular lead management reports will be generated and shared between the departments to track progress and performance.
6. Dispute Resolution
In the event of disputes or disagreements regarding lead management, both departments will escalate the matter to their respective heads for resolution.
7. Review and Modification
This SLA will be reviewed periodically, and necessary adjustments will be made to improve lead management processes.
Signed By:
____________________
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